Sherman & Company

Sherman & Company is an investment banking firm focused on the insurance, healthcare, technology, and asset & wealth management industries. Our clients include property & casualty insurance companies, life & health insurance companies, healthcare providers, insurance distributors, and technology and services providers to the healthcare and insurance industries. The firm provides advice on mergers and acquisitions, valuation, and capital structure to a broad array of companies. We have talented bankers with exceptional experience from large financial institutions such as Andersen, Bank of America, Citicorp, HSBC, SCOR, The Hartford, Transamerica, and Wells Fargo. Sherman & Company is a highly successful boutique with decades of experience, representing more than $10.0 billion in closed transaction value. Our firm has expertise and longstanding relationships with public companies, closely-held enterprises, mutual insurers, private equity sponsors, and state insurance departments. The firm was founded in 2004 and has offices in Charlotte, NC and New York, NY. Securities transactions are offered through Sherman & Company LLC, member FINRA/SIPC.